PWIA
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Porter White Investment Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Porter White Investment Advisors’s Portfolio DISV Stock Details DISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Buy
27,214
+374
+1% +$15.5K 0.42% 26
2026
Q1 		$1.06M Buy
26,840
+93
+0.3% +$3.76K 0.42% 26
2025
Q4 		$1.02M Sell
26,747
-443
-2% -$16.1K 0.42% 27
2025
Q3 		$970K Sell
27,190
-562
-2% -$19.3K 0.42% 25
2025
Q2 		$913K Sell
27,752
-668
-2% -$20.6K 0.43% 24
2025
Q1 		$828K Sell
28,420
-2,541
-8% -$71.6K 0.41% 24
2024
Q4 		$823K Buy
30,961
+60
+0.2% +$1.65K 0.42% 23
2024
Q3 		$898K Sell
30,901
-4,231
-12% -$118K 0.45% 21
2024
Q2 		$945K Sell
35,132
-538
-2% -$14.8K 0.51% 19
2024
Q1 		$970K Sell
35,670
-697
-2% -$17.9K 0.52% 19
2023
Q4 		$938K Sell
36,367
-24
-0.1% -$577 0.58% 19
2023
Q3 		$865K Sell
36,391
-12,651
-26% -$309K 0.66% 15
2023
Q2 		$1.16M Buy
49,042
+127
+0.3% +$3.05K 0.92% 10
2023
Q1 		$1.16M Buy
48,915
+1,401
+3% +$33.2K 1% 9
2022
Q4 		$1.06M Buy
+47,514
New +$990K 0.93% 9

Other funds holding DISV

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Porter White Investment Advisors's DISV Position: Q2 2026 in Review

Porter White Investment Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.4% in Q2 2026, buying an estimated $15.5K and bringing the position to 27,214 shares worth $1.09M. The position accounts for 0.42% of the portfolio, ranked #26.

Porter White Investment Advisors first reported a position in DISV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q1 2023. 294 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Porter White Investment Advisors held 27,214 shares of Dimensional International Small Cap Value ETF worth $1.09M as of Q2 2026.
  • Porter White Investment Advisors bought 374 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $15.5K.
  • Dimensional International Small Cap Value ETF made up 0.42% of Porter White Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Porter White Investment Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Porter White Investment Advisors's Dimensional International Small Cap Value ETF position peaked at $1.16M in Q1 2023.
  • 294 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.